Create your own formulas on New boards

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Formulas let you combine other data fields into a single number using flexible calculations that help you decide the most valuable feature to build next and sort your backlog based on that metric.

In this article:

Relevant to new boards only

Creating formulas

  1. Go to the Formulas data page.

    Formaulas data page 2024-08-15 at 14.59.13.png

  2. Click Create to create a new formula.Create new formula 2024-08-15 at 14.55.55.png

  3. Name your formula and then define your formula’s expression by typing or selecting fields and operators. The formula will save automatically as you make changes. You are able to create custom number fields through the expression builder.Name formula 2024-08-15 at 14.56.36.pngName formula 2 2024-08-15 at 14.56.47.png

  4. If the formula is valid, you'll see Formula is valid at the bottom of the dropdown.Formula valid 2024-08-15 at 14.57.14.png

  5. Warnings will be shown for any issues with the formula. For example, this warning tells you that there is a mismatch between the entity type associations of the formula and its fields.Formula warning 2024-08-15 at 14.57.21.png

Adding and removing formula columns

You can find all the formulas you've created from AddColumnButton.svg Add columns > formulas.svg Formulas. Find formulas 2024-08-15 at 14.43.18.png

Search for your desired formula and toggle the slider beside a formula to add or remove it from your board.Search formula 2024-08-15 at 14.45.27.png

When you add a formula column, all the fields which make up that formula will also be added as columns. When you remove a formula, its fields will remain on the board and must be toggled off individually by clicking their headers and toggling their sliders.

Assigning values to formula fields

Once a formula and its fields are added to the board as columns, you can enter a numeric value for each field. The formula column will automatically update based on your inputs.Assigning 2024-08-15 at 15.05.41.png

Sorting by formula score

You can sort your board by formula value to see which items have the highest score.

  1. Hover near the top of the formula's column and click ••• More actions.
  2. You can sort the formula by clicking on Sort by column(_Sort.svg).Sorting 2024-08-15 at 15.06.16.png

See also

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